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iShares Core S&P 500 ETF
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Overview Fund Activity

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$787M
2
Asset Management One
Asset Management One
Japan
+$685M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$429M
4
BlackRock
BlackRock
New York
+$379M
5
BFA
BlackRock Fund Advisors
California
+$291M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$662M
2
BIT
BlackRock Institutional Trust
California
-$380M
3
PP
Prudential plc
United Kingdom
-$158M
4
PPFA
Provida Pension Fund Administrator
Chile
-$127M
5
JRP
Jasper Ridge Partners
California
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
476
Avalon Investment & Advisory
Texas
$3.88M +$3.88M +17,233 New
PIA
477
Peachtree Investment Advisors
Georgia
$3.81M -$48.4K -215 -1%
PAM
478
Peak Asset Management
Colorado
$3.79M +$381K +1,693 +11%
SFA
479
Sequoia Financial Advisors
Ohio
$3.75M +$371K +1,647 +11%
CFP
480
Cornerstone Financial Partners
North Carolina
$3.68M +$3.22M +14,331 +689%
LWAC
481
Laurel Wealth Advisors (California)
California
$3.66M +$73.6K +327 +2%
Calamos Advisors
482
Calamos Advisors
Illinois
$3.63M +$1.29M +5,735 +55%
AIP
483
Ahrens Investment Partners
Louisiana
$3.61M +$3.61M +16,023 New
RPG
484
Risk Paradigm Group
Texas
$3.55M +$149K +663 +4%
BA
485
Bristlecone Advisors
Washington
$3.54M -$219K -974 -6%
GA
486
Geller Advisors
New York
$3.52M +$32.6K +145 +0.9%
SFM
487
Signet Financial Management
New Jersey
$3.46M -$119K -529 -3%
AFP
488
Ausdal Financial Partners
Iowa
$3.45M -$264K -1,173 -7%
IP
489
Investment Partners
Ohio
$3.44M +$49.7K +221 +1%
TI
490
Truepoint Inc
Ohio
$3.36M -$278K -1,205 -8%
RSA
491
Robertson Stephens Advisors
California
$3.32M +$3.32M +14,762 New
IWM
492
Integrated Wealth Management
California
$3.29M +$104K +461 +3%
ATC
493
Argent Trust Co
Tennessee
$3.28M -$2.04M -9,076 -38%
CCM
494
Coldstream Capital Management
Washington
$3.27M +$330K +1,465 +11%
IAS
495
IMA Advisory Services
Colorado
$3.24M +$1.83M +8,154 +130%
LIM
496
Leavell Investment Management
Alabama
$3.24M – – –
FFS
497
Founders Financial Securities
Maryland
$3.24M +$245K +1,088 +8%
HI
498
Horizon Investments
North Carolina
$3.24M +$247K +1,097 +8%
DY
499
Dowling & Yahnke
California
$3.19M -$400K -1,779 -11%
TCM
500
Telos Capital Management
California
$3.19M +$106K +473 +3%
18 19
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